News
Experts’ dismissal of Tesla’s Full Self Driving push proves Elon Musk is still not taken seriously
Despite delays, Elon Musk remains optimistic that Tesla’s efforts to achieve Full Self Driving will bear fruit soon. This was highlighted in a statement during his appearance at the recently held 2020 World Artificial Intelligence Conference in China, where he noted that Tesla is closing in on “Level 5” functionalities. Experts in the field of automation beg to differ.
In a recent statement to Automotive News, Sam Abuelsamid, principal analyst at Guidehouse Insights (formerly Navigant Research) and Missy Cummings, director of the Humans and Autonomy Laboratory at Duke University, openly dismissed Tesla’s efforts to achieve full self driving. In a scathing rebuke, Abuelsamid described Musk’s targets as absurd. He also expressed his pessimism about Tesla’s approach to automation, which focuses on vision and artificial intelligence.
“The cars they are building will never be Level 5, period. It’s nonsense. He needs to shut up until he can deliver something. The premise of making highly automated systems on cameras alone is fundamentally flawed. Their approach to software doing end-to-end AI systems is almost certainly not going to work. I don’t believe it can work. AI is too brittle,” he said.
It should be noted that Abuelsamid recently published a study ranking companies that are currently pursuing autonomy. Similar to studies conducted by Guidehouse Insights when it was still operating as Navigant Research, Abuelsamid ranked Tesla dead last, even behind startups like Navya, which have limited real world driving data.
Abuelsamid’s sentiments were echoed by Missy Cummings, who also argued that there is no way that Tesla could achieve Level 5 autonomy with its vehicles. In a statement to KCBS Radio, Cummings noted that Elon Musk likely does not understand what Level 5 Automation really is. This is an interesting comment from the director of the Humans and Autonomy Laboratory at Duke University, considering that Waymo CEO John Krafcik noted last year that ultimately, “Level 5 is a bit of a myth.”
“There is no way, shape, or form the car is going to be Level 5. He doesn’t really understand what Level 5 is. I think what he means is Level 4, and he’s not even going to get Level 4. The perception systems don’t work well in weather conditions, with long shadows. We know the Tesla perception system, and the news is it’s a really bad system,” she remarked.
While there is some merit in criticizing the Tesla CEO for missing his targets with regards to the release of the electric car maker’s full self driving system, it seems far too careless to simply dismiss all the work that Tesla has accomplished over the years either. The company, after all, is gathering real world driving data at an unprecedented scale that’s unrivaled by companies like Waymo, and that matters much when it comes to training neural networks, as emphasized by ARK Invest CEO Cathie Wood. Tesla’s vision based approach to autonomy has also gained support from notable names such as George Hotz, who believes that Tesla would eventually become the Apple of self driving cars.
It is unfortunate, but based on the dismissive and almost aggressive rebuke of Tesla’s efforts from the experts tapped by Automotive News, it appears there is still a general tendency to completely dismiss Elon Musk and his initiatives. Interestingly enough, these statements are pretty familiar to those who have followed the SpaceX and Tesla story over the years. It may be difficult to recall at this point, but there was a time when it was believed that landing the Falcon 9 first stage on land and an autonomous barge on the sea is impossible. There was also a time when the Model X was considered unbuildable.
Fortunately, Tesla and its CEO are a stubborn bunch, and it takes a lot more than skepticism to discourage the company. This is especially notable considering that Tesla is currently looking to roll out a massive rewrite of its Autopilot suite, which should take the company even closer to full self driving. Perhaps this time around, Elon Musk’s statements about Level 5 Autonomy may actually be pretty accurate, at least in terms of its features and timeframe.
“I’m extremely confident that level five or essentially complete autonomy will happen, and I think, will happen very quickly,” said Musk, answering another question. I think at Tesla, I feel like we are very close to level five autonomy. I think—I remain confident that we will have the basic functionality for level five autonomy complete this year,” Musk said at the 2020 WAIC.
Elon Musk
Tesla’s secretive “Project Crystal Sun” gets a big green light in Texas
Fort Bend County approved four incentive agreements Thursday for Tesla’s proposed $10.1 billion solar factory.
Fort Bend County commissioners on Thursday approved a package of tax incentives for Tesla’s proposed $10.1 billion solar cell factory near Needville, Texas, giving the company one of the last local approvals it needs before it decides where to build. All four Tesla agreements passed 4 to 0.
The votes covered a property tax abatement inside Reinvestment Zone No. 34, a Chapter 381 economic development agreement, a foreign trade zone non-objection paired with payments in lieu of certain taxes, and a separate payment in lieu of taxes “true up” agreement, according to agenda notes from the Fort Bend Commissioners Court meeting.
The project, known internally as “Project Crystal Sun,” would make solar cells and finished modules on roughly 3,000 acres near FM 762 and FM 1994, south of the Brazos River. As Teslarati reported when the filing first surfaced in August, Tesla’s application under the state’s JETI Act splits the investment into $1.5 billion in real property and $8.6 billion in equipment, with 9,712 permanent jobs projected by 2033 and commercial operations targeted for the first quarter of 2029. The plant would handle the full chain from ingot and wafer production through cell testing.
Inside Tesla’s secretive $10 Billion “Project Crystal Sun” filing
Thursday’s approval does not lock in the site. Tesla has told the Texas Comptroller it is still weighing other locations, and site selection adviser David Dennison told Lamar Consolidated ISD trustees in September that the race had narrowed to Fort Bend and one out of state rival with a “very compelling package,” according to the Houston Chronicle. Tesla hopes to decide before the end of 2026, and the incentives still need sign off from the Comptroller and the Governor’s office.
Local officials have now done nearly everything within their control. Commissioners created the reinvestment zone in an August 24 special meeting, with Interim County Judge Daniel Wong formally withdrawing himself over his engineering firm’s past work with Tesla. Lamar CISD trustees voted 7 to 0 on September 15 to advance a JETI agreement that would tax Tesla’s qualifying property at 50 percent of its value for maintenance and operations from 2029 through 2038.
The plant lines up with a target Elon Musk set on Tesla’s Q4 2025 earnings call in January, when he said the company would “work toward getting 100 GW a year of solar cell production, integrating across the entire supply chain from raw materials all the way to finished solar panels.” In March, Tesla was reported to be negotiating a $2.9 billion purchase of Chinese solar manufacturing equipment bound for Texas. The Houston area already hosts Tesla’s Megafactory in Brookshire, where Megapack 3 production has started. Tesla said on its Q3 call that Megapack supply for 2027 is nearly sold out, and Musk wrote on X Thursday that the company is “increasing production of Megapacks as much as possible,” as demand from data centers climbs.
Tesla revealed plans to develop its own maps internally to fix Navigation issues and give owners more control over their routing.
On the company’s Q3 2026 Earnings Call, a question was asked about FSD Navigation issues, particularly speed limit recognition, parking, and routing. These are issues that surface from version to version and seem to be seriously challenging for Tesla’s AI team to resolve.
Tesla’s Head of AI, Ashok Elluswamy, said in response to the question:
“You’re totally right that we shouldn’t be depending on external people’s maps. So we are building our own maps, but not like the same way as OneMoreMap. We are building an entirely new architecture with essentially AI-based mapping and navigation.”
He continued:
“It’s going to be super awesome. It’s going to be integrated with voice. You can talk to it, ask for different routes. It’s going to learn your personalized preferences, plus the fleet preferences. The collective intelligence of all the cars is going to flow into making the maps and navigation super cool.”
Elluswamy said this issue should be confronted, and the mapping should be available for people by the time the v15 release starts deploying to customers.
“And over the next several months,” he added, “it’s just going to take over all of the navigation functions, parking, destination handling. And it will know you better than you know yourself in some regard for the driving task, and then handle it fully.”
Tesla Summon got insanely good in FSD v14.3.2 — Navigation? Not so much
Navigation is perhaps the most notable complaint with FSD, and although it has gotten better, it is still flawed. Much of the time, FSD will take people on routes that are not preferred by the driver, but Tesla tried to combat this with a routing feature in the Summer 2026 Update.
Tesla currently relies on Google for map data, but it is sort of counterintuitive to believe the company would rely on a third party for this. These improvements will be welcome, as routing and navigation have been such a pain point for so many owners for so long.
Quotes via Motley Fool
Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Tesla’s secretive “Project Crystal Sun” gets a big green light in Texas
Tesla is building its own maps to fix Navigation issues
